Latest Institutional Purchases of Ishares Core U.S. Aggregate Bo (AGG)
This list provides information on the latest institutional transactions involving Ishares Core U.S. Aggregate Bo (AGG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
496+ 0.4% |
$47.5K - $49.2K
|
123K
$12.2M
|
|
|
May 20, 2025
Q1 2025
|
Tenret CO LLC
|
BUY
|
- |
495+ 19.84% |
$47.4K - $49.1K
|
2.99K
$295K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
494+ 9.59% |
$47.3K - $49K
|
5.65K
$557K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
485+ 2.15% |
$46.5K - $48.1K
|
23.1K
$2.28M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
482+ 2.62% |
$46.2K - $47.8K
|
18.9K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
480+ 5.19% |
$46K - $47.6K
|
9.72K
$959K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
477+ 7.64% |
$45.7K - $47.3K
|
6.72K
$663K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
468+ 1.34% |
$44.9K - $46.4K
|
35.4K
$3.5M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
467+ 0.63% |
$44.8K - $46.3K
|
74.2K
$7.32M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
465+ 1.84% |
$44.6K - $46.2K
|
25.7K
$2.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
464New |
$44.5K - $46.1K
|
464
$45.8K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
463+ 178.76% |
$44.4K - $46K
|
722
$71.2K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
458+ 4.71% |
$43.9K - $45.5K
|
10.2K
$1M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
440+ 11.27% |
$42.2K - $43.7K
|
4.34K
$428K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
436+ 3.85% |
$41.8K - $43.3K
|
11.7K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
434+ 8.52% |
$41.6K - $43.1K
|
5.53K
$545K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
411+ 0.71% |
$39.4K - $40.8K
|
57.9K
$5.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
409+ 19.98% |
$39.2K - $40.6K
|
2.46K
$242K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
408New |
$39.1K - $40.5K
|
408
$40.3K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
406+ 12.85% |
$38.9K - $40.3K
|
3.57K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
403+ 7.26% |
$38.6K - $40K
|
5.96K
$588K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
388+ 6.06% |
$37.2K - $38.5K
|
6.79K
$670K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
381+ 4.94% |
$36.5K - $37.8K
|
8.09K
$798K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
373+ 124.33% |
$35.8K - $37K
|
673
$66.4K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
370New |
$35.5K - $36.7K
|
370
$36.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
364+ 5.78% |
$34.9K - $36.1K
|
6.67K
$658K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
358+ 1.92% |
$34.3K - $35.5K
|
19K
$1.88M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
345+ 15.07% |
$33.1K - $34.2K
|
2.63K
$260K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
344+ 12.33% |
$33K - $34.1K
|
3.13K
$309K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
344+ 0.27% |
$33K - $34.1K
|
126K
$12.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
337+ 9.28% |
$32.3K - $33.4K
|
3.97K
$391K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
330+ 1.84% |
$31.6K - $32.8K
|
18.2K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
325+ 12.75% |
$31.2K - $32.3K
|
2.88K
$284K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
320+ 0.52% |
$30.7K - $31.8K
|
62.1K
$6.13M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
312+ 1.47% |
$29.9K - $31K
|
21.6K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
309+ 4.57% |
$29.6K - $30.7K
|
7.07K
$697K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
303+ 4.95% |
$29K - $30.1K
|
6.42K
$633K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
295+ 2.21% |
$28.3K - $29.3K
|
13.6K
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
292+ 3.2% |
$28K - $29K
|
9.42K
$929K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
291+ 0.41% |
$27.9K - $28.9K
|
71.4K
$7.04M
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
290+ 0.05% |
$27.8K - $28.8K
|
528K
$52.1M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
274+ 0.21% |
$26.3K - $27.2K
|
132K
$13M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
268+ 0.23% |
$25.7K - $26.6K
|
116K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
266+ 0.75% |
$25.5K - $26.4K
|
35.6K
$3.51M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
261+ 5.98% |
$25K - $25.9K
|
4.63K
$456K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
260+ 5.12% |
$24.9K - $25.8K
|
5.34K
$527K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
259+ 17.91% |
$24.8K - $25.7K
|
1.71K
$168K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
254+ 6.42% |
$24.3K - $25.2K
|
4.21K
$415K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
254New |
$24.3K - $25.2K
|
254
$25.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
248+ 6.44% |
$23.8K - $24.6K
|
4.1K
$405K
|